Triasima Portfolio Management inc.
128 holdingsFiling period: 2026-06-30Current AUM: $721.4Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | RY | Royal BK Cda | 255.1K | $52.8M | $52.6M | 7.29% | +2.1K | 2026-06-30 |
| 2 | TD | Toronto Dominion BK Ont | 306.1K | $37.2M | $39.0M | 5.40% | +30.0K | 2026-06-30 |
| 3 | CM | Canadian Imperial Bank of Co | 243.7K | $28.0M | $29.0M | 4.02% | +12.4K | 2026-06-30 |
| 4 | BMO | Bank Montreal Medium | 154.0K | $27.2M | $27.1M | 3.75% | +13.2K | 2026-06-30 |
| 5 | — | Millicom Intl Cellular S A | 204.6K | $18.6M | $18.6M | 2.57% | +834 | 2026-06-30 |
| 6 | GOOGL | Alphabet Inc | 48.0K | $17.1M | $13.6M | 1.89% | +251 | 2026-06-30 |
| 7 | TSM | Taiwan Semiconductor Manufac | 33.5K | $16.0M | $14.4M | 2.00% | +988 | 2026-06-30 |
| 8 | FTS | Fortis Inc | 263.2K | $15.1M | $15.3M | 2.12% | +6.9K | 2026-06-30 |
| 9 | HBM | Hudbay Minerals Inc | 563.5K | $13.3M | $13.2M | 1.82% | -9,685 | 2026-06-30 |
| 10 | CNI | Canadian Natl RY Co | 107.4K | $12.8M | $13.3M | 1.85% | +47.5K | 2026-06-30 |
| 11 | LLY | Eli Lilly & Co | 10.0K | $12.0M | $13.8M | 1.91% | +3.7K | 2026-06-30 |
| 12 | CLS | Celestica Inc | 32.2K | $11.7M | $9.1M | 1.26% | -5,118 | 2026-06-30 |
| 13 | TJX | Tjx Cos Inc New | 74.3K | $11.3M | $10.5M | 1.46% | +2.7K | 2026-06-30 |
| 14 | BNS | Bank Nova Scotia B C | 128.7K | $11.2M | $12.3M | 1.70% | -- | 2026-06-30 |
| 15 | WELL | Welltower Inc | 48.4K | $11.0M | $11.3M | 1.56% | +3.2K | 2026-06-30 |
| 16 | LRCX | Lam Research Corp | 25.3K | $11.0M | $6.4M | 0.89% | -3,570 | 2026-06-30 |
| 17 | AAPL | Apple Inc | 36.8K | $10.7M | $12.8M | 1.78% | +12.3K | 2026-06-30 |
| 18 | MSFT | Microsoft Corp | 28.4K | $10.6M | $15.1M | 2.09% | -372 | 2026-06-30 |
| 19 | TFII | Tfi International Inc | 72.8K | $10.5M | $8.2M | 1.14% | +4.0K | 2026-06-30 |
| 20 | NVDA | NVIDIA Corporation | 51.6K | $10.3M | $11.0M | 1.53% | -56 | 2026-06-30 |
| 21 | — | Royalty Pharma PLC | 180.7K | $10.1M | $10.1M | 1.40% | -- | 2026-06-30 |
| 22 | CIB | Grupo Cibest SA | 123.2K | $9.8M | $11.5M | 1.60% | -20,351 | 2026-06-30 |
| 23 | ENB | Enbridge Inc | 177.2K | $9.6M | $8.7M | 1.21% | +31.7K | 2026-06-30 |
| 24 | SPG | Simon Ppty Group Inc New | 42.6K | $9.5M | $9.2M | 1.27% | +11.2K | 2026-06-30 |
| 25 | KLAC | Kla Corp | 31.3K | $9.4M | $5.2M | 0.73% | +28.2K | 2026-06-30 |
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